AdvisorCensus / Financial advisors / Colorado / Boulder / Vision Ridge Partners, LLC
Vision Ridge Partners, LLC is an SEC-registered investment advisory firm in Boulder, CO, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.
Quick answers
From the filingHow is Vision Ridge Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Vision Ridge Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
What does Vision Ridge Partners, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Vision Ridge Partners, LLC located?
Vision Ridge Partners, LLC's principal office is in Boulder, CO, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Vision Ridge Partners, LLC registered with the SEC or a state?
Vision Ridge Partners, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 174836.
How much does Vision Ridge Partners, LLC manage?
Vision Ridge Partners, LLC reports $6,109,806,620 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).
How have Vision Ridge Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Vision Ridge Partners, LLC: Regulatory assets under management: $2,289,622,634 in the October 2021 data and $6,109,806,620 in the October 2026 data, up 167%. Total employees: 19 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vision Ridge Partners, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).
Does Vision Ridge Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174836
What changed in Vision Ridge Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 39 to 35. Regulatory assets under management went from $4,987,212,394 to $6,109,806,620 (+23%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Generally, Management Fees for Funds during the investment period are charged between 1% to 1.5% per annum based on non-affiliated investors’ committed capital.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$6,109,806,620 as of October 2026, filing dated May 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 35. Performing investment advisory functions: 35.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the June 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $6,109,806,620 | 35 | May 28, 2026 |
| October 2025 | $4,927,639,898 | 42 | May 16, 2025 |
| October 2024 | $3,959,340,434 | 34 | May 14, 2024 |
| October 2023 | $3,209,421,465 | 27 | June 5, 2023 |
| October 2022 | $2,782,616,097 | 23 | September 9, 2022 |
| October 2021 | $2,289,622,634 | 19 | March 29, 2021 |
Regulatory assets under management: $2,289,622,634 in the October 2021 data and $6,109,806,620 in the October 2026 data, up 167%.
Total employees: 19 in October 2021 and 35 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 39 to 35.
- Regulatory assets under management went from $4,987,212,394 to $6,109,806,620 (+23%).
- March 2026
- Employees performing advisory functions went from 35 to 39.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vision Ridge Partners, LLC (CRD 174836): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vision-ridge-partners-llc-boulder-co-174836